Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICSLX (MAINSTAY ICAP SELECT EQUITY FUND CLASS I) | NA | 14.30% | 3.11% | 9.15% | 4.23% | 9.29% | NA | … | … |
Data as of 10/31/2017, Common starting date is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICSLX (MAINSTAY ICAP SELECT EQUITY FUND CLASS I) | 03/30/1998 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.30 | 3.11 | 9.15 | 4.23 | 9.29 | NA | … | … | 7.12 | 3.68 | -4.13 | 8.54 | 29.83 | 15.36 | -1.74 | 17.76 | 29.06 | -37.43 | 6.75 | 20.59 | 9.23 | 17.98 | 40.68 | -24.74 | -3.39 | 5.70 | 22.93 | 2.20 |
| Sharpe Ratio | NA | 2.31 | 0.21 | 0.70 | 0.19 | NA | NA | … | … | 1.79 | 0.22 | -0.25 | 0.72 | 2.66 | 1.13 | -0.07 | 0.96 | 1.03 | -0.92 | 0.23 | 1.71 | 0.68 | 1.52 | 2.62 | -1.03 | -0.33 | 0.08 | 1.12 | -0.01 |
| Standard Deviation(%) | NA | 5.95 | 13.77 | 12.93 | 21.22 | NA | NA | … | … | 4.49 | 15.89 | 16.57 | 11.88 | 11.20 | 13.61 | 23.60 | 18.46 | 28.18 | 41.61 | 16.29 | 10.16 | 10.31 | 11.24 | 15.25 | 25.11 | 17.76 | 20.14 | 17.54 | 24.10 |
| Draw Down(%) | NA | 2.54 | 21.94 | 21.94 | 54.78 | NA | NA | … | … | 2.54 | 14.43 | 15.59 | 9.08 | 5.17 | 12.35 | 22.15 | 14.37 | 26.11 | 48.27 | 9.50 | 8.88 | 6.99 | 7.34 | 9.12 | 33.34 | 24.20 | 11.73 | 14.87 | 27.35 |
| Yield(%) | 0.00 | 22.38 | 15.16 | 13.17 | 6.89 | 11.62 | 8.31 | … | … | 20.43 | 1.27 | 18.55 | 15.04 | 1.56 | 1.74 | 1.83 | 1.46 | 1.40 | 1.64 | 13.55 | 5.32 | 3.93 | 2.55 | 1.00 | 0.31 | 0.00 | 0.00 | 0.31 | 1.28 |
Data as of 10/31/2017, Common starting date is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSLX (MAINSTAY ICAP SELECT EQUITY FUND CLASS I) |
-14.07%
Feb 2006 – Feb 2009 |
-3.91%
Feb 2004 – Feb 2009 |
0.62%
Feb 1999 – Feb 2009 |
5.41%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSLX (MAINSTAY ICAP SELECT EQUITY FUND CLASS I) |
25.06%
Feb 2009 – Feb 2012 |
21.76%
Feb 2009 – Feb 2014 |
10.66%
Mar 2003 – Mar 2013 |
9.52%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart